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Get Institutions for : 
Ishares Barclays Agency Bond Fund (AGZ)  
$107.37 0.09 (0.08%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 147    4
Total shares held : 
 4,264,000  
% of shares held : 
 56.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -37  
Amount of shares held : 
 229,401  
% of shares held change : 
   3.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $105.20  
Last Quarter's Ending Price : 
 $108.43  
Last Quarter's Average Price : 
 $106.43  
Change from last quarter's     
avg. price to the last closing  : 
0.94 (0.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 369,612
 8.67%
 
Increased Positions :
36
 159,992
 3.75%
 
Unchanged Positions :
31
 222,932
 5.23%
 
Decreased Positions :
69
-270,411
-6.34%
 
Closed Positions :
15
-29,792
-0.7%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NBC SECURITIES INC. 2149 *Closed 2024-03-31 0 $0 -86
   Goss Wealth Management LLC 3597 *Closed 2023-12-31 0 $0 -8
   Family Asset Management LLC 191 *Closed 2023-12-31 0 $0 -20
   BAKER AVENUE ASSET MANAGEMENT, LP 714 *Closed 2023-12-31 0 $0 -382
   OPPENHEIMER & CO INC 1480 *Closed 2024-03-31 0 $0 -7,548
   IFP Advisors Inc 2983 *Closed 2023-12-31 0 $0 -3,281
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6017 *Closed 2024-03-31 0 $0 -6,832
   MEITAV DASH INVESTMENTS LTD 325 *Closed 2024-03-31 0 $0 -3,504
   Shared Vision Wealth Group LLC 78 *Closed 2024-03-31 0 $0 -2,325
   WSFS CAPITAL MANAGEMENT LLC 406 *Closed 2024-03-31 0 $0 -1,891
   Aveo Capital Partners LLC 383 *Closed 2024-03-31 0 $0 -36,925
   GRADIENT INVESTMENTS LLC 1821 *Closed 2024-03-31 0 $0 -155
   Colonial Trust Co / SC 1022 *Closed 2023-12-31 0 $0 -135
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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